Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
MET FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 8224 MEADOWBROOK DRIVE
 
Room/suite
City or town
INDIANAPOLIS
State or province
IN
Country  
ZIP or foreign postal code
46240
A Employer identification number

35-1995120
B Telephone number (see instructions)

3172370300
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$33,802,316
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 364,327 364,327  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,353,252
b Gross sales price for all assets on line 6a 5,855,134
7 Capital gain net income (from Part IV, line 2)... 1,353,252
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 84 84  
12 Total. Add lines 1 through 11........ 1,717,663 1,717,663  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 38,425 0   38,425
c Other professional fees (attach schedule).... 89,393 89,393   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 22,373 2,373   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,022 638   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 151,213 92,404   38,425
25 Contributions, gifts, grants paid....... 1,368,329 1,368,329
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,519,542 92,404   1,406,754
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 198,121
b Net investment income (if negative, enter -0-) 1,625,259
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,094 22,076 22,076
2 Savings and temporary cash investments......... 731,793 2,021,500 2,021,500
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 992,587 0 0
b Investments—corporate stock (attach schedule)....... 9,246,087 Click to see attachment
List of Attached Documents:
// Content
8,958,590
29,838,948
c Investments—corporate bonds (attach schedule)....... 1,043,321 Click to see attachment
List of Attached Documents:
// Content
1,062,455
1,082,886
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
871,929
Click to see attachment
List of Attached Documents:
// Content
1,071,929
Click to see attachment
List of Attached Documents:
// Content
836,906
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,886,811 13,136,550 33,802,316
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,886,811 13,136,550
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 12,886,811 13,136,550
30 Total liabilities and net assets/fund balances (see instructions). 12,886,811 13,136,550
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,886,811
2
Enter amount from Part I, line 27a .....................
2
198,121
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
51,618
4
Add lines 1, 2, and 3 ..........................
4
13,136,550
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,136,550
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,854,881   4,501,882 1,352,999
b 253     253
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,352,999
b       253
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,353,252
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 .........................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 22,591
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 22,591
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,591
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 26,350
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,350
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 3,759
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax3,759 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofKSM BUSINESS SERVICES INC Telephone no. (317) 580-2000

Located atPO BOX 40857INDIANAPOLISIN ZIP+446240
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUSAN M TOLBERT DIRECTOR/PRESIDENT/TREASURER
10.00
0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
DOUGLAS S MCVIE DIRECTOR/VICE PRESIDENT
10.00
0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
ALEXANDER S MCVIE DIRECTOR/SECRETARY
10.00
0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
BETH JOHNSON DIRECTOR
10.00
0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
GEOFF MCVIE DIRECTOR
10.00
0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
GREG MCVIE DIRECTOR
10.00
0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
ALEX TOLBERT DIRECTOR
10.00
0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
BRIAN TOLBERT DIRECTOR
10.00
0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MERRILL LYNCH - SEARLES AKERS WEALTH INVESTMENT MANAGEMENT 89,393
510 EAST 96TH STREET SUITE 500
INDIANAPOLIS,IN46240
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
28,287,059
b
Average of monthly cash balances.......................
1b
1,096,057
c
Fair market value of all other assets (see instructions)................
1c
836,906
d
Total (add lines 1a, 1b, and 1c).......................
1d
30,220,022
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
30,220,022
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
453,300
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,766,722
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,488,336
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,488,336
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
22,591
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,591
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,465,745
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,465,745
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,465,745
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
1,406,754
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,406,754
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,465,745
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,368,330
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,406,754
a Applied to 2024, but not more than line 2a 1,368,330
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 38,424
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
1,427,321
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
SUSAN M TOLBERT
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE FL 17
CHICAGO,IL60601
N/A   GENERAL OPERATIONS 9,000

AMERICAN BRAIN TUMOR ASSOCIATION

8550 W BRYN MAWR SUITE 550
CHICAGO,IL60631
N/A   GENERAL OPERATIONS 5,000

AMERICAN NATIONAL RED CROSS

431 18TH STREET NORTHWEST
WASHINGTON,DC20006
N/A   GENERAL OPERATIONS 7,000

ARIZONA LAND AND WATER TRUST

5049 E BROADWAY BLVD STE 117
TUCSON,AZ85711
N/A   GENERAL OPERATIONS 85,000

BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE

1704 CHARLOTTE AVE 130
NASHVILLE,TN37203
N/A   GENERAL OPERATIONS 10,000

BOY SCOUTS OF AMERICA - DENVER AREA COUNCIL

10455 W 6TH AVE SUITE 100
DENVER,CO80215
N/A   GENERAL OPERATIONS 9,000

BROOKE'S PLACE FOR GRIEVING YOUNG PEOPLE

8935 NORTH MERIDIAN STREET
INDIANAPOLIS,IN46260
N/A   GENERAL OPERATIONS 5,000

CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE OF DEN

6240 SMITH ROAD
DENVER,CO80216
N/A   GENERAL OPERATIONS 7,000

CHALLENGE FOUNDATION INC

4545 SOUTH UNIVERSITY BOULEVARD
ENGLEWOOD,CO80113
N/A   GENERAL OPERATIONS 22,623

CHARLES A TINDLEY CHARTER SCHOOL

3960 MEADOWS DR
INDIANAPOLIS,IN46205
N/A   GENERAL OPERATIONS 5,000

CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED

3000 N MERIDIAN ST
INDIANAPOLIS,IN46208
N/A   GUILD - SECOND CENTURY CAPITAL CAMPAIGN 12,500

CLEMSON UNIVERSITY FOUNDATION

225 N MICHIGAN AVE FL 17
CLEMSON,SC29634
N/A   AGRONOMY DEPARTMENT 7,500

CLEVELAND CLINIC

8550 W BRYN MAWR SUITE 550
CLEVELAND,OH44195
N/A   GENERAL OPERATIONS 5,000

COALITION FOR SONORAN DESERT PROTECTION

431 18TH STREET NORTHWEST
TUCSON,AZ85705
N/A   GENERAL OPERATIONS (8K FOR DESERT FENCE BUSTERS ONLY) 100,572

COLORADO FOURTEENERS INITIATIVE

5049 E BROADWAY BLVD STE 117
GOLDEN,CO80401
N/A   GENERAL OPERATIONS 3,500

COLORADO HEADWATERS LAND TRUST

1704 CHARLOTTE AVE 130
GRANBY,CO80446
N/A   GENERAL OPERATIONS 1,000

COLORADO MOUNTAIN BIKE ASSOCIATION

10455 W 6TH AVE SUITE 100
MORRISON,CO80465
N/A   GENERAL OPERATIONS 2,500

COLORADO MOUNTAIN CLUB

8935 NORTH MERIDIAN STREET
GOLDEN,CO80401
N/A   GENERAL OPERATIONS 2,000

COLORADO PUBLIC TELEVISION INC DBA PBS12

6240 SMITH ROAD
CENTENNIAL,CO80112
N/A   GENERAL OPERATIONS 15,000

CONNER PRAIRIE MUSEUM INC

4545 SOUTH UNIVERSITY BOULEVARD
FISHERS,IN46038
N/A   GENERAL OPERATIONS 5,000

CROSS ANCHOR MINISTRIES

3960 MEADOWS DR
GREENWOOD,SC29648
N/A   GENERAL OPERATIONS 10,000

CROSS POINT COMMUNITY CHURCH

3000 N MERIDIAN ST
NASHVILLE,TN37213
N/A   GENERAL OPERATIONS 25,123

CROSSROADS OF AMERICA BOY SCOUTS OF AMERICA

7125 FALL CREEK RD N
INDIANAPOLIS,IN46256
N/A   GENERAL OPERATIONS 8,000

CROWN HILL HERITAGE FOUNDATION

700 WEST 38TH STREET
INDIANAPOLIS,IN46208
N/A   GENERAL OPERATIONS 5,000

DEFENDERS OF WILDLIFE

1130 17TH STREET NW
WASHINGTON,DC20036
N/A   AZ PROGRAMS, NO SALARIES 15,000

DENVER RESCUE MISSION

6100 SMITH ROAD
DENVER,CO802164631
N/A   GENERAL OPERATIONS 7,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221
N/A   GENERAL OPERATIONS 10,000

FEED MY STARVING CHILDREN

401 93RD AVENUE NW
COON RAPIDS,MN55433
N/A   MOBILEPACK FOOD PACKING 5,000

FIRST BAPTIST CHURCH OF INDIANAPOLIS

8600 NORTH COLLEGE AVENUE
INDIANAPOLIS,IN46240
N/A   GENERAL OPERATIONS 12,623

FOOD BANK OF THE ROCKIES

10700 EAST 45TH AVENUE
DENVER,CO80239
N/A   GENERAL OPERATIONS 30,000

FRIENDS OF IRONWOOD FOREST

738 NORTH 5TH AVENUE
TUCSON,AZ85705
N/A   DESERT FENCE BUSTERS PROGRAM WORK ONLY 1,000

FRIENDS OF THE LITTLETON LIBRARY AND MUSEUM

6014 S DATURA ST
LITTLETON,CO80120
N/A   GENERAL OPERATIONS 3,000

FRIENDS OF TUCSON'S BIRTHPLACE

PO BOX 1228
TUCSON,AZ85702
N/A   GENERAL OPERATIONS 14,000

GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE

268 BUSH ST 555
SAN FRANCISCO,CA94104
N/A   GENERAL OPERATIONS 20,000

GONZAGA UNIVERSITY

502 E BOONE AVE
SPOKANE,WA99258
N/A   GENERAL OPERATIONS 15,000

GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA INC

1635 WEST MICHIGAN STREET
INDIANAPOLIS,IN46222
N/A   GENERAL OPERATIONS 5,000

HABITAT FOR HUMANITY OF GREATER NASHVILLE

414 HARDING INDUSTRIAL DRIVE SUITE
100
NASHVILLE,TN37211
N/A   GENERAL OPERATIONS 20,123

HEADWATERS TRAILS ALLIANCE

PO BOX 946
GRANBY,CO804460946
N/A   GENERAL OPERATIONS 2,623

HEARTLAND FILM FESTIVAL

8950 OTIS AVE
INDIANAPOLIS,IN46216
N/A   GENERAL OPERATIONS 7,500

HERITAGE MUSEUMS & GARDENS

67 GROVE STREET
SANDWICH,MA02563
N/A   GENERAL OPERATIONS 5,000

HUMANITY 360

2926 E 21ST STREET
TUCSON,AZ85716
N/A   GENERAL OPERATIONS 10,000

INDIANAPOLIS GARDEN CLUB

PO BOX 90227
INDIANAPOLIS,IN462900227
N/A   GENERAL OPERATIONS 5,000

INDIANAPOLIS MOTOR SPEEDWAY MUSEUM

PO BOX 24518
INDIANAPOLIS,IN46224
N/A   GENERAL OPERATIONS 10,000

INTERFAITH DENTAL CLINIC

600 HILL AVENUE SUITE 101
NASHVILLE,TN37210
N/A   GENERAL OPERATIONS 1,000

JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION

500 N MERIDIAN ST STE 100
INDIANAPOLIS,IN46204
N/A   THEODORE SLOAN EVANS MUSIC THERAPY FUND 5,000

LEAGUE OF WOMEN VOTERS EDUCATION FUND

1233 20TH STREET NORTHWEST
WASHINGTON,DC20036
N/A   GENERAL OPERATIONS 10,000

LOVE BROAD RIPPLE

921 BROAD RIPPLE AVENUE
INDIANAPOLIS,IN46220
N/A   GENERAL OPERATIONS 10,000

MILE HIGH UNITED WAY

711 PARK AVENUE WEST
DENVER,CO80205
N/A   GENERAL OPERATIONS 9,000

MOORINGS PRESBYTERIAN CHURCH

791 HARBOUR DRIVE
NAPLES,FL34103
N/A   GENERAL OPERATIONS 5,000

NAPLES BOTANICAL GARDEN

4820 BAYSHORE DRIVE
NAPLES,FL34112
N/A   GENERAL OPERATIONS 5,000

NAPLES COMMUNITY HOSPITAL INC

350 7TH STREET NORTH
NAPLES,FL34102
N/A   DIPLOMAT COUNCIL 7,500

NATIONAL INSTITUTE FOR COMMUNITY

175 HIGHPOINT DRIVE
ROMEOVILLE,IL60446
N/A   GENERAL OPERATIONS 2,500

NATIONAL PARK FOUNDATION

1500 K STREET NORTHWEST SUITE 700
WASHINGTON,DC20005
N/A   GENERAL OPERATIONS 15,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH ST NW SUITE 700
WASHINGTON,DC20001
N/A   AZ PROGRAMS ONLY 15,000

NATIONAL SKI PATROL SYSTEM INC

133 S VAN GORDON ST STE 100
LAKEWOOD,CO80228
N/A   GENERAL OPERATIONS 2,500

NATIONAL SPORTS CENTER FOR THE DISABLED

PO BOX 18889
GOLDEN,CO80402
N/A   GENERAL OPERATIONS 40,000

NORTHERN JAGUAR PROJECT

2114 W GRANT RD STE 121
TUCSON,AZ85745
N/A   GENERAL OPERATIONS 12,000

OCEANA COUNTY COMMUNITY FOUNDATION

PO BOX 902
PENTWATER,MI49449
N/A   GENERAL OPERATIONS 10,000

PARK TUDOR FOUNDATION INC

7200 NORTH COLLEGE AVENUE
INDIANAPOLIS,IN46240
N/A   GENERAL OPERATIONS 38,500

PATAGONIA AREA RESOURCE ALLIANCE

317 MCKEOWN AVE PO BOX 1044
PATAGONIA,AZ85624
N/A   GENERAL OPERATIONS 10,000

PENROD ARTS SOCIETY

PO BOX 6491 DEPT 337
INDIANAPOLIS,IN46206
N/A   GENERAL OPERATIONS 7,500

PENTWATER HISTORICAL SOCIETY

PO BOX 54 85 S RUTLEDGE
PENTWATER,MI49449
N/A   GENERAL OPERATIONS 27,000

PENTWATER VOLUNTEER FIRE DEPARTMENT

6690 N RIDGE ROAD
PENTWATER,MI49449
N/A   GENERAL OPERATIONS 6,000

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

7155 E 38TH AVE
DENVER,CO80207
N/A   GENERAL OPERATIONS 20,000

PUBLIC BROADCASTING OF COLORADO INC

7409 SOUTH ALTON COURT
CENTENNIAL,CO80112
N/A   GENERAL OPERATIONS 15,000

RANDOM ACTS OF FLOWERS

1057 E 54TH ST SUITE F
INDIANAPOLIS,IN46220
N/A   GENERAL OPERATIONS 15,000

REGIS JESUIT HIGH SCHOOL

6400 S LEWISTON WAY
AURORA,CO80016
N/A   GENERAL OPERATIONS 45,000

ROCKY MOUNTAIN PUBLIC MEDIA

2101 ARAPAHOE STREET
DENVER,CO80205
N/A   GENERAL OPERATIONS 15,000

SALVATION ARMY - INTERMOUNTAIN DIVISION

1370 PENNSYLVANIA ST
DENVER,CO80203
N/A   GENERAL OPERATIONS 5,000

SECOND PRESBYTERIAN CHURCH

7700 N MERIDIAN STREET
INDIANAPOLIS,IN46260
N/A   GENERAL OPERATIONS 161,571

SOUTH METRO LAND CONSERVANCY

5796 SOUTH LAKEVIEW STREET
LITTLETON,CO80120
N/A   GENERAL OPERATIONS 2,571

ST MARYS ACADEMY FOR THE SISTERS OF LORETTO

4545 S UNIVERSITY BLVD
ENGLEWOOD,CO80113
N/A   GENERAL OPERATIONS 30,000

THE INDIANAPOLIS MUSEUM OF ART DBA NEWFIELDS

4000 MICHIGAN ROAD
INDIANAPOLIS,IN46208
N/A   GENERAL OPERATIONS 5,000

THE SIERRA CLUB FOUNDATION

2101 WEBSTER ST SUITE 1250
OAKLAND,CA94612
N/A   AZ PROGRAM WORK ONLY 5,000

THE UNIVERSITY CLUB OF INDIANAPOLIS FOUNDATION

970 NORTH DELAWARE STREET
INDIANAPOLIS,IN46202
N/A   GENERAL OPERATIONS 10,000

TUCSON AUDUBON SOCIETY

300 E UNIVERSITY BLVD
TUCSON,AZ85705
N/A   GENERAL OPERATIONS - 10K FOR FENCE CAPPING, ONLY 85,000

UNITED WAY OF CENTRAL INDIANA INC

2955 NORTH MERIDIAN STREET SUITE
300
INDIANAPOLIS,IN46208
N/A   GENERAL OPERATIONS 35,000

UNIVERSITY OF PORTLAND

5000 NORTH WILLAMETTE BOULEVARD
PORTLAND,OR97203
N/A   GENERAL OPERATIONS 10,000

WABASH COLLEGE

301 W WABASH AVE
CRAWFORDSVILLE,IN47933
N/A   GENERAL OPERATIONS 25,000

WHEELER MISSION MINISTRIES

205 E NEW YORK STREET
INDIANAPOLIS,IN46204
N/A   GENERAL OPERATIONS 5,000

WILDEARTH GUARDIANS

301 NORTH GUADALUPE STREET
SANTA FE,NM87501
N/A   GENERAL OPERATIONS 15,000

WILDLANDS NETWORK SOUTHWEST

PO BOX 243
SALT LAKE CITY,UT84110
N/A   GENERAL OPERATIONS 15,000

WILLIAMS COLLEGE

75 PARK STREET
WILLIAMSTOWN,MA01267
N/A   GENERAL OPERATIONS 30,000

WOODMONT CHRISTIAN CHURCH

3601 HILLSBORO PIKE
NASHVILLE,TN37215
N/A   GENERAL OPERATIONS 3,000

YMCA OF THE ROCKIES

7409 SOUTH ALTON COURT
CENTENNIAL,CO80112
N/A   GENERAL OPERATIONS 12,500
Total ................................. 3a 1,368,329
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 364,327  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 84  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,353,252  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,717,663 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,717,663
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 38,425 0   38,425

TY 2025 GeneralExplanationAttachment
Name:
MET FOUNDATION INC
EIN:
35-1995120
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE SUSAN TOLBERT IS A SUBSTANTIAL CONTRIBUTOR TO MET FOUNDATION, INC. AND THEREFORE A DISQUALIFIED PERSON. SHE PROVIDES "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE SHE IS NOT COMPENSATED AND THIS SERVICE QUALIFIES UNDER THE EXCEPTIONS DESCRIBED IN REGULATIONS SECTION 53.4941(D)-2(D)(3).

TY 2025 InvestmentsCorpBondsSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES GLB 01.150% JAN 30 2028 4,895 4,755
ABBVIE INC GLB 04.875% MAR 15 2030 16,416 16,485
AFLAC INC GLB 03.600% APR 01 2030 11,447 11,797
AIR PRODUCTS & CHEMICALS GLB 02.050% MAY 15 2030 5,059 4,599
AIR PRODUCTS & CHEMICALS GLB 04.600% FEB 08 2029 15,695 16,281
ALPHABET INC GLB 01.998% AUG 15 2026 17,110 16,823
ALPHABET INC GLB 01.100% AUG 15 2030 4,761 4,407
AMAZON.COM INC GLB 03.600% APR 13 2032 3,890 3,878
AMAZON.COM INC GLB 04.650% DEC 01 2029 19,371 19,503
AMERICAN EXPRESS CO GLB 03.125% MAY 20 2026 7,048 6,980
AMERICAN HONDA FINANCE SER MTN 02.000% MAR 24 2028 20,128 21,086
ANHEUSER-BUSCH INBEV WOR COMPANY GUARNT GLB 03.500% JUN 01 2030 7,674 7,812
APPLE INC GLB 02.450% AUG 04 2026 8,057 7,941
APPLE INC GLB 02.900% SEP 12 2027 4,082 3,951
APPLIED MATERIALS INC GLB 01.750% JUN 01 2030 8,727 9,046
APPLIED MATERIALS INC GLB 03.300% APR 01 2027 10,588 10,942
ASTRAZENECA FINANCE LLC COMPANY GUARNT GLB 04.850% FEB 26 2029 7,976 8,214
BANK OF NY MELLON CORP SER MTN 03.250% MAY 16 2027 7,851 7,945
BERKSHIRE HATHAWAY ENERG GLB 03.250% APR 15 2028 7,469 7,885
BHP BILLITON FIN USA LTD COMPANY GUARNT GLB 04.750% FEB 28 2028 16,128 16,249
BLACKROCK INC GLB 02.400% APR 30 2030 4,063 3,744
BP CAP MARKETS AMERICA COMPANY GUARNT 04.234% NOV 06 2028 8,010 8,051
BP CAP MARKETS AMERICA COMPANY GUARNT GLB 04.812% FEB 13 2033 3,991 4,051
BRISTOL-MYERS SQUIBB CO GLB 03.450% NOV 15 2027 7,605 7,971
CAMDEN PROPERTY TRUST GLB 05.850% NOV 03 2026 8,023 8,112
CAMDEN PROPERTY TRUST GLB 02.800% MAY 15 2030 8,199 8,493
CATERPILLAR FINL SERVICE SER MTN GLB 01.100% SEP 14 2027 7,938 8,627
CATERPILLAR INC GLB 01.900% MAR 12 2031 3,910 3,601
CHARLES SCHWAB CORP GLB 03.250% MAY 22 2029 4,078 3,896
CHEVRON CORP GLB 02.954% MAY 16 2026 7,047 6,979
CHUBB INA HOLDINGS LLC COMPANY GUARNT GLB 04.650% AUG 15 2029 16,319 16,353
CISCO SYSTEMS INC GLB 04.850% FEB 26 2029 7,990 8,211
CITIGROUP INC GLB VAR%NOV 05 2030 8,332 8,571
CITIGROUP INC GLB VAR%SEP 19 2030 8,047 8,064
CITIGROUP INC - VAR%MAR 20 2030 4,243 3,964
COCA-COLA CO/THE GLB 02.125% SEP 06 2029 12,328 12,242
COMCAST CORP COMPANY GUARNT 03.300% FEB 01 2027 4,057 3,977
COMMONWEALTH EDISON CO 1ST MORTGAGE GLB 03.700% AUG 15 2028 3,967 3,985
CON EDISON CO OF NY INC SER 20A GLB 03.350% APR 01 2030 8,562 8,716
CONOCOPHILLIPS COMPANY GUARNT GLB 05.900% OCT 15 2032 4,167 4,341
CONSUMERS ENERGY CO 1ST MORTGAGE GLB 04.650% MAR 01 2028 11,099 11,175
CUMMINS INC GLB 01.500% SEP 01 2030 8,840 8,928
DTE ELECTRIC CO 1ST MORTGAGE SER C 02.625% MAR 01 2031 4,089 3,694
DUKE ENERGY FLORIDA LLC 1ST MORTGAGE GLB 02.500% DEC 01 2029 7,942 8,495
EMERSON ELECTRIC CO - 02.200% DEC 21 2031 4,030 4,461
ENTERPRISE PRODUCTS OPER COMPANY GUARNT 03.125% JUL 31 2029 8,308 8,726
ENTERPRISE PRODUCTS OPER COMPANY GUARNT 02.800% JAN 31 2030 8,307 8,550
EQUINOR ASA COMPANY GUARNT GLB 01.750% JAN 22 2026 8,003 7,990
ERP OPERATING LP GLB 04.150% DEC 01 2028 4,027 4,020
EXXON MOBIL CORPORATION GLB 02.275% AUG 16 2026 8,049 7,921
EXXON MOBIL CORPORATION GLB 02.610% OCT 15 2030 4,059 3,750
GENERAL DYNAMICS CORP COMPANY GUARNT GLB 03.750% MAY 15 2028 11,986 12,020
GENERAL DYNAMICS CORP COMPANY GUARNT GLB 03.500% APR 01 2027 10,133 9,978
GOLDMAN SACHS GROUP INC GLB VAR%JUL 23 2030 8,028 8,197
GOLDMAN SACHS GROUP INC GLB VAR%OCT 24 2029 8,488 8,484
GOLDMAN SACHS GROUP INC GLB 02.600% FEB 07 2030 6,934 6,578
HOME DEPOT INC GLB 03.900% DEC 06 2028 12,001 12,044
HOME DEPOT INC GLB 02.700% APR 15 2030 8,493 8,510
HONEYWELL INTERNATIONAL GLB 04.875% SEP 01 2029 8,055 8,218
INTEL CORP GLB 02.450% NOV 15 2029 4,086 3,733
JOHN DEERE CAPITAL CORP SER MTN 02.800% SEP 08 2027 3,934 3,935
JPMORGAN CHASE & CO SUBORDINATED GLB VAR%MAY 13 2031 7,095 6,604
KIMBERLY-CLARK CORP GLB 01.050% SEP 15 2027 10,843 11,474
KIMBERLY-CLARK CORP GLB 03.100% MAR 26 2030 8,530 8,663
KLA CORP GLB 04.650% JUL 15 2032 4,049 4,058
KLA-TENCOR CORP GLB 04.100% MAR 15 2029 7,673 8,018
LOCKHEED MARTIN CORP GLB 03.550% JAN 15 2026 15,014 14,998
MARSH & MCLENNAN COS INC GLB 04.375% MAR 15 2029 20,035 20,199
META PLATFORMS INC GLB 04.600% MAY 15 2028 15,725 16,295
METLIFE INC GLB 04.550% MAR 23 2030 7,921 8,170
NATIONAL RURAL UTIL COOP SER MTN GLB 01.000% JUN 15 2026 7,836 7,891
NEWMONT / NEWCREST FIN COMPANY GUARNT GLB 03.250% MAY 13 2030 7,480 7,750
NEWMONT CORP COMPANY GUARNT GLB 02.250% OCT 01 2030 8,163 8,310
NEXTERA ENERGY CAPITAL SENIOR UNSECURED NOTE 05.000% JUL 15 2032 3,874 4,097
NEXTERA ENERGY CAPITAL SENIOR UNSECURED NOTE 04.625% JUL 15 2027 8,007 8,086
NEXTERA ENERGY CAPITAL COMPANY GUARNT GLB 01.875% JAN 15 2027 7,881 7,831
NOVARTIS CAPITAL CORP COMPANY GUARNT GLB 03.100% MAY 17 2027 4,076 3,970
NVIDIA CORP GLB 01.550% JUN 15 2028 7,809 8,555
PACCAR FINANCIAL CORP GLB 04.600% JAN 10 2028 16,108 16,287
PEPSICO INC GLB 03.600% FEB 18 2028 7,819 7,982
PEPSICO INC GLB 01.400% FEB 25 2031 4,714 4,383
PFIZER INC GLB 03.600% SEP 15 2028 3,929 3,993
PFIZER INVESTMENT ENTER COMPANY GUARNT GLB 04.650% MAY 19 2030 9,205 9,178
PHILIP MORRIS INTL INC GLB 03.125% MAR 02 2028 3,753 3,935
PHILIP MORRIS INTL INC GLB 00.875% MAY 01 2026 16,813 16,829
PIEDMONT NATURAL GAS CO GLB 03.500% JUN 01 2029 4,126 3,910
PNC FINANCIAL SERVICES GLB 02.600% JUL 23 2026 8,055 7,944
PNC FINANCIAL SERVICES GLB 03.150% MAY 19 2027 7,761 7,925
PROGRESSIVE CORP GLB 02.500% MAR 15 2027 7,600 7,875
PROGRESSIVE CORP GLB 03.000% MAR 15 2032 3,630 3,695
PROLOGIS LP GLB 03.375% DEC 15 2027 14,829 15,864
QUALCOMM INC GLB 03.250% MAY 20 2027 11,748 11,934
REALTY INCOME CORP GLB 03.250% JAN 15 2031 7,281 6,664
REALTY INCOME CORP GLB 00.750% MAR 15 2026 13,900 13,905
REPUBLIC SERVICES INC GLB 05.000% NOV 15 2029 16,455 16,554
RIO TINTO FIN USA PLC COMPANY GUARNT GLB 05.000% MAR 09 2033 4,045 4,107
RIO TINTO FIN USA PLC COMPANY GUARNT GLB 04.875% MAR 14 2030 16,314 16,437
S&P GLOBAL INC COMPANY GUARNT GLB 02.950% JAN 22 2027 15,532 15,851
SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 02.875% MAY 10 2026 8,046 7,975
SIMON PROPERTY GROUP INC GLB 02.250% JAN 15 2032 3,797 4,410
SIMON PROPERTY GROUP LP GLB 02.450% SEP 13 2029 8,114 8,508
SIMON PROPERTY GROUP LP GLB 03.300% JAN 15 2026 7,006 6,998
STATE STREET CORP SR SUBORDINATED GLB 02.200% MAR 03 2031 4,919 4,499
SUMITOMO MITSUI FINL GRP SUBORDINATED GLB 02.142% SEP 23 2030 6,649 6,323
TARGET CORP GLB 02.500% APR 15 2026 8,035 7,969
TARGET CORP GLB 03.375% APR 15 2029 8,450 8,843
TARGET CORP GLB 01.950% JAN 15 2027 3,943 3,928
THERMO FISHER SCIENTIFIC GLB 01.750% OCT 15 2028 15,581 16,993
TJX COS INC GLB 01.150% MAY 15 2028 7,762 8,459
TJX COS INC GLB 01.600% MAY 15 2031 4,720 4,389
TORONTO-DOMINION BANK SER MTN GLB 02.800% MAR 10 2027 7,591 7,897
TOTAL CAPITAL INTL SA COMPANY GUARNT GLB 03.455% FEB 19 2029 4,091 3,939
TOYOTA MOTOR CORP GLB 01.339% MAR 25 2026 9,001 8,948
TOYOTA MOTOR CREDIT CORP SER MTN GLB 01.900% JAN 13 2027 7,308 7,850
TOYOTA MOTOR CREDIT CORP SER MTN GLB 02.150% FEB 13 2030 4,039 3,710
TRUIST FINANCIAL CORP SER MTN VAR%JUN 06 2028 7,587 8,020
TRUIST FINANCIAL CORP SER MTN 01.125% AUG 03 2027 7,650 7,662
UNITED PARCEL SERVICE - 03.050% NOV 15 2027 15,452 15,816
UNITED PARCEL SERVICE - 03.400% MAR 15 2029 4,138 3,940
UNITEDHEALTH GROUP INC GLB 02.875% AUG 15 2029 4,103 3,841
VIRGINIA ELEC & POWER CO SER B GLB 03.750% MAY 15 2027 8,004 7,984
WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 03.700% MAR 23 2027 4,108 3,997
WASTE MANAGEMENT INC COMPANY GUARNT GLB 04.875% FEB 15 2029 19,297 19,487
WELLS FARGO & COMPANY SUBORDINATED SER MTN 04.100% JUN 03 2026 15,151 15,001
USD TORONTO DOM BANK SER MTN 4.808% JUN 03 2030 8,146 8,164
ACCRUED INTEREST 0 9,180

TY 2025 InvestmentsCorpStockSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 31,328 31,824
ABBVIE INC SHS 10,902 18,051
ABERCROMBIE & FITCH CO 4,074 4,783
ACCENTURE PLC SHS 4,494 4,293
ACUITY INC 5,620 9,721
ADOBE INC SHS 13,419 10,500
ADVANCED ENERGY INDS INC 5,468 12,981
AGILENT TECHNOLOGIES INC 26,801 27,214
AGNICO EAGLE MINES LTD 10,703 28,142
AIR PRODUCTS&CHEM 31,743 31,866
AIRBNB INC CL A 19,100 19,544
AIRBUS SE 12,234 15,580
ALBANY INTL CRP NEW CL A 5,915 3,701
ALEXANDRIA REAL EST EQTS REIT 6,552 2,202
ALIBABA GROUP HOLDING LT 3,823 4,397
ALKERMES PLC NEW 1,844 1,847
ALLSTATE CORP DEL COM 10,116 16,028
ALPHABET INC SHS CL A 53,149 162,447
ALPHABET INC SHS CL C 59,243 149,055
AMAZON COM INC COM 74,755 171,961
AMBARELLA INC 4,319 3,684
AMER EXPRESS COMPANY 10,838 24,417
AMERICAN INTERNATIONAL GROUP INC 19,599 28,403
AMERICAN TOWER REIT INC (HLDG CO) SHS 37,772 30,022
AMGEN INC COM 6,909 6,874
AMPHENOL CORP CL A NEW 9,640 35,407
ANALOG DEVICES INC COM 12,029 21,696
ANHEUSER-BUSCH INBEV ADR 21,437 20,429
ANTERO RES CORP 3,521 3,274
AON PLC REG SHS 7,835 9,528
APPFOLIO INC SHS CL A 4,785 6,282
APPLE INC 36,341 62,256
APPLIED INDUSTRL TECH 5,697 6,933
APPLIED OPTOELECTRONICS ORD 3,045 2,998
ARCELLX INC 2,395 2,347
ARCHROCK INC 6,539 8,040
ARES MANAGEMENT CORP - A 10,859 12,607
ARISTA NETWORKS INC REG SHS 3,345 3,276
ARK INNOVATION ETF 358,853 614,898
ASML HLDG NV NY REG SHS 10,018 23,537
ASTRAZENECA PLC SPND ADR 27,390 33,554
ASTRONICS CORP 5,133 5,424
ATI INC 2,519 4,935
ATKORE INC SHS 6,902 6,325
ATMOS ENERGY CORP COM 4,860 7,543
ATMUS FILTRATION TECHNOLOGIES INC 5,097 7,371
AUTODESK INC DEL PV$0.01 15,490 35,521
AVALONBAY CMMUN INC REIT 5,107 4,351
AVNET INC 6,171 6,827
AXSOME THERAPEUTICS INC. 1,923 4,018
BADGER METER INCORP 5,273 5,407
BALL CORP COM 11,992 6,992
BANK NEW YORK MELLON CORP 17,243 23,566
BATH & BODY WORKS INC 4,625 2,430
BECTON DICKINSON CO 31,613 26,394
BETA BIONICS INC 1,088 1,767
BILL HOLDINGS INC 5,626 5,236
BLACK ROCK COFFEE BAR INCORP REGI CL A 4,266 3,560
BLACKROCK INC REG SHS 10,645 17,125
BLACKSTONE INC 11,584 12,948
BLOCK INC 15,619 10,024
BLOOM ENERGY CORP CL A 5,728 4,171
BOEING COMPANY 96,193 111,600
BOOT BARN HOLDINGS INC SHS 4,183 7,941
BORG WARNER INC COM 2,540 3,154
BRIGHTSPRING HEALTH SVCS INC 2,891 8,539
BRISTOL-MYERS SQUIBB CO 10,616 9,709
BROADCOM INC 13,304 23,189
CABOT CORP 4,897 4,838
CAPITAL ONE FINL 40,356 56,470
CARRIER GLOBAL CORP REG SH 10,695 9,723
CATALYST PHARMACEUTICAL INC 3,064 3,128
CATERPILLAR INC DEL 27,088 52,704
CBRE GROUP INC CL A 7,505 13,024
CELCUITY INC REG SHS 1,976 3,192
CELLEBRITE DI LTD 8,444 7,681
CELSIUS HOLDINGS INC NEW 2,338 2,470
CENCORA INC 3,630 9,795
CHARLES RIVER LABS INTL 6,866 5,186
CHEVRON CORP 106,537 105,010
CHIPOTLE MEXICAN GRILL 15,862 15,725
CHUBB LTD 4,691 7,491
CIGNA GROUP/THE 13,434 14,037
CISCO SYSTEMS INC COM 47,552 68,788
CITIGROUP INC COM NEW 34,408 61,729
CITIZENS FINL GROUP INC SHS 25,754 37,908
CLOROX CO DEL COM 19,187 16,536
CME GROUP INC 36,424 43,420
CMS ENERGY CORP 7,117 8,322
COCA COLA COM 28,688 31,180
COGNEX CORP 2,919 3,742
COGNIZANT TECH SOLUTNS A 28,640 35,607
COHERENT CORP 1,881 4,983
COMCAST CORP NEW CL A 31,397 25,227
CONMED CORP COM 2,846 1,218
CONOCOPHILLIPS 51,009 51,766
CONSTELLATION ENERGY CORP REG SHS 13,116 12,718
COPART INC COM 10,858 9,161
CORE AND MAIN INC 4,150 4,729
CORNING INC 6,794 16,286
COSTCO WHOLESALE CRP DEL 5,808 9,486
CREDO TECH GROUP HLDG LTD 5,499 4,461
CROWN CASTLE INC SHS 12,075 7,554
CUMMINS INC COM 19,835 30,117
CUSHMAN AND WAKEFIELD LTD 4,819 5,537
CVS HEALTH CORP 53,884 61,504
D R HORTON INC 4,925 6,913
DANAHER CORP DEL COM 82,743 83,327
DARDEN RESTAURANTS INC 3,806 4,969
DARLING INGREDIENTS INC 7,104 5,256
DATADOG INC REG SHS CL A 5,656 5,848
DEERE CO 26,240 34,918
DEVON ENERGY CORP NEW 12,552 13,370
DIAMONDBACK ENERGY INC 8,756 8,569
DIGI INTL INC 4,363 8,701
DIGITAL RLTY TR INC 6,071 5,879
DISC MEDICINE INC 1,393 1,747
DISNEY (WALT) CO COM STK 78,383 79,411
DOLLAR GENERAL CORP 25,644 18,721
DOMINION ENERGY INC 35,224 34,568
DOMINOS PIZZA INC 23,499 22,091
DOVER CORP 12,503 19,329
DOW INC REG SHS 16,503 16,740
DYCOM INDS INC 7,435 12,164
EAGLE MATERIALS INC 5,143 5,167
EASTGROUP PROPERTIES INC REIT 12,661 13,539
EASTMAN CHEMICAL CO COM 5,683 3,638
EATON CORP PLC 44,039 71,346
EBAY INC COM 18,242 29,614
ECOLAB INC 21,577 35,178
ELEVANCE HEALTH INC 44,620 33,302
ELI LILLY & CO 595,193 15,764,481
EMERSON ELEC CO 18,520 27,473
ENSIGN GROUP INC 4,803 7,316
ENTEGRIS INC MINNESOTA 6,975 5,139
EOG RESOURCES INC 33,985 33,603
EQUIFAX INC 28,491 25,821
EQUINIX INC 12,430 15,323
ESAB CORP REG SHS WHEN ISS 3,076 7,709
ESTABLISHMENT LABS HOLDINGS INC REGISTER 1,611 2,259
EXPEDITORS INTL WASH INC 7,614 18,328
EXXON MOBIL CORP COM 55,679 79,785
FABRINET 2,314 4,553
FACTSET RESH SYS INC 6,729 8,706
FEDERAL SIGNAL CORP 2,536 4,561
FEDEX CORP DELAWARE COM 24,526 36,396
FIDELITY NATL INFO SVCS INC 14,228 12,893
FIFTH THIRD BANCORP 42,475 48,729
FIRSTCASH HLDGS INC 6,568 12,910
FIRSTENERGY CORP 10,041 11,327
FLEX LTD 5,218 15,468
FREEPORT-MCMORAN INC 43,031 48,962
GALLAGHER ARTHUR J & CO 9,917 13,975
GARTNER INC 18,582 17,912
GATX CORPORATION 5,773 8,819
GE HEALTHCARE TECHNOLOGIES INC SHS 15,409 14,518
GENEDX HLDGS CORP 3,345 3,772
GENERAC HLDGS INC 2,577 2,318
GENIUS SPORTS LTD REG SHS 3,597 5,477
GENL DYNAMICS CORP COM 14,790 23,903
GILEAD SCIENCES INC COM 15,394 17,797
GLAUKOS CORP SHS 2,608 2,484
GOLDMAN SACHS GROUP INC 13,984 20,217
GUARDANT HEALTH INC 3,090 6,537
HALLIBURTON COMPANY 13,086 12,971
HEALTHEQUITY INC SHS 2,844 3,206
HEWLETT PACKARD ENTERPRISE CO 15,598 18,039
HIMS AND HERS HEALTH INC REG SHS -A CL A 3,607 2,760
HOME DEPOT INC 14,607 16,517
HUMANA INC 17,011 12,807
HUNTINGTON INGALLS INDS INC 4,757 7,822
HUNTNGTN BANCSHS INC MD 29,230 35,949
IDEX CORP DELAWARE COM 13,295 12,278
IDEXX LAB INC DEL $0.10 15,529 25,032
ILLUMINA INC COM 22,551 11,936
IMPINJ INC 2,306 3,654
INSMED INC 247 1,566
INTEL CORP 31,075 38,782
INTERCONTINENTAL EXCHANGE INC 17,835 21,541
INTL BUSINESS MACHINES CORP IBM 11,582 22,512
INTL FLAVORS&FRAGRNC 26,081 25,069
INTL PAPER CO 14,069 15,638
INTUIT INC COM 38,220 52,331
INTUITIVE SURGICAL INC NEW 28,841 56,070
INVESCO S&P MIDCAP MOMENTUM ETF 69,372 415,242
INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 44,174 151,738
IONQ INC 1,245 942
IRHYTHM TECHNOLOGIES INC 4,213 5,501
ISHARES RS 2000 GROWTH 138,597 421,205
ISHARES RS 2000 VALUE 291,918 337,957
ISHARES RUSSELL MIDCAP 152,014 538,631
ISHARES RUSSELL 1000 GROWTH 234,740 1,403,808
ISHARES RUSSELL 1000 VALUE 515,088 968,195
ISHARES RUSSELL 3000 357,456 526,890
ITRON INC 4,818 4,736
I3 VERTICALS INC REG SHS CL A 3,649 3,804
JOHNSON AND JOHNSON COM 89,022 117,548
JOHNSON CONTROLS INTER 28,818 57,001
JPMORGAN CHASE & CO 30,872 67,344
KARMAN HOLDINGS INC REG SHS 4,469 6,878
KIMBERLY CLARK 27,219 21,288
KRYSTAL BIOTECH INC REG SHS 4,010 5,177
LAM RESH CORP 2,375 6,847
LANDSTAR SYS INC COM 4,187 4,455
LAS VEGAS SANDS CORP 22,474 28,640
LATTICE SEMICNDTR CORP 1,890 3,753
LAUDER ESTEE COS INC A 19,554 9,530
LINDE PLC NEW 67,670 73,765
LITTELFUSE INC DEL COM 5,076 5,817
LKQ CORP 5,117 3,111
LOWE'S COMPANIES INC 19,745 20,981
LPL FINANCIAL HOLDINGS SHS 1,216 3,572
M&T BANK CORPORATION 17,282 23,573
MADRIGAL PHARMACEUTICALS INC 4,408 6,988
MARSH & MCLENNAN COS INC 35,965 38,588
MARVELL TECH INC 6,856 7,648
MASCO CORP 6,088 6,156
MASTERCARD INC 28,194 50,808
MATERION CORP 3,484 3,481
MCDONALDS CORP COM 15,446 20,477
MDU RESOURCES GRP INC 7,812 7,788
MEDTRONIC PLC SHS 42,321 46,589
MERCK AND CO INC SHS 55,048 64,630
MERCURY SYSTEMS INC 4,325 4,454
MERIT MEDICAL SYS INC 4,051 4,054
META PLATFORMS INC CLASS A COMMON STOCK 77,530 211,889
METLIFE INC COM 15,986 17,683
MICROSOFT CORP 107,715 261,638
MIDDLEBY CORP COM 6,716 7,136
MIRION TECHNOLOGIES INC 3,426 3,935
MODINE MFG CO 4,225 4,272
MONDAY.COM LTD. REG SHS 1,682 2,066
MONDELEZ INTERNATIONAL INC 24,269 22,393
MONSTER BEVERAGE SHS 25,683 56,122
MOODY'S CORP 8,012 12,771
MOOG INC CL A 5,155 12,178
MORGAN STANLEY 9,965 22,901
MSA SAFETY INC SHS 5,458 6,245
MSCI INC CLASS A 12,924 14,917
MURPHY OIL CORP 8,020 7,469
NETFLIX COM INC 40,630 117,481
NEXTERA ENERGY INC SHS 12,551 15,253
NEXTPOWER INC CLASS A 3,800 9,495
NIKE INC CL B 74,653 64,475
NORFOLK SOUTHERN CORP 6,820 8,950
NORTHROP GRUMMAN CORP 14,367 14,255
NOV INC 5,256 4,814
NOVARTIS ADR 10,350 16,820
NOVO NORDISK A S ADR 17,472 19,334
NUVALENT INC REG SHS CL A 3,811 4,325
NVIDIA 32,162 307,725
NXP SEMICONDUCTORS N.V. 40,036 47,536
O'REILLY AUTOMOTIVE INC 4,608 9,486
ONESPAWORLD HLDGS LTD 4,233 7,093
ORACLE CORP $0.01 DEL 49,851 93,947
PACKAGING CORP AMERICA 6,166 6,599
PALO ALTO NETWORKS INC COM 7,175 23,762
PARSONS CORP DEL 2,719 2,472
PAYCHEX INC 14,808 11,442
PAYPAL HOLDINGS INC SHS 37,709 25,395
PEBBLEBROOK HOTEL TRUST 4,269 2,615
PEGASYSTEMS INC COM 4,512 5,494
PEPSICO INC 8,284 8,898
PERELLA WEINBERG PARTNERS 7,968 7,301
PERFORMANCE FOOD GROUP CO SHS 6,209 8,902
PERIMETER SOLUTIONS INC REG SHS 5,130 8,975
PFIZER INC 18,370 18,102
PHILIP MORRIS INTL INC 54,267 88,701
PHILLIPS 66 SHS 22,693 21,937
PINNACLE FINL PARTNERS 5,522 6,297
PJT PARTNERS INC SHS CL A 5,009 11,537
PNC FINCL SERVICES GROUP 29,917 38,406
POPULAR INC COM NEW 5,357 8,343
POWELL INDS INC 3,204 6,057
PRIMORIS SERVICES CORP 5,437 4,841
PROCORE TECHNOLOGIES INC REG SHS 3,629 4,219
PROCTER & GAMBLE CO 45,346 44,139
PROGRESSIVE CRP OHIO 11,243 13,663
PROLOGIS INC 9,299 10,085
PROTAGONISTTHERAPEUTIC INC 1,234 4,280
PUB SVC ENTERPRISE GRP 3,288 4,095
PUBLIC STORAGE $0.10 REIT 21,463 16,868
QUAKER HOUGHTON 8,465 7,140
QUALCOMM INC 21,439 33,355
QUEST DIAGNOSTICS INC 5,142 5,553
RADNET INC 3,540 4,352
RAMBUS INC CAL 5,202 8,546
RAYMOND JAMES FINL INC 4,589 6,905
RB GLOBAL INC REGISTER 5,499 10,596
REGAL REXNORD CORP 5,470 5,192
REGENERON PHARMACTCLS 21,372 30,103
REINSURNCE GROUP AMERICA 6,501 9,359
RENAISSANCERE HLDGS LTD 4,411 7,029
REPUBLIC SERVICES INC 4,552 5,722
REVOLUTION MEDICINES INC REG SHS 937 1,593
REVOLVE GROUP INC REG REG SHS CL A 2,911 2,808
REVVITY INC 11,702 11,610
ROCHE HLDG LTD SPN ADR 11,541 13,872
RTX CORP CORP 20,318 41,265
S&P GLOBAL INC 66,743 85,705
SALESFORCE INC 34,278 43,180
SANMINA CORP 4,320 13,806
SANOFI ADR 25,296 27,525
SCHNEIDER NATL INC WIS CL B 4,874 5,492
SCHWAB CHARLES CORP NEW 38,453 52,053
SEAGATE TECH HLDGS PUB LTD CO 4,151 13,494
SEI INVT CO PA PV $0.01 9,436 14,846
SELECTIVE INS GRP INC 5,550 5,188
SEMPRA 39,877 50,414
SENSIENT TECHNOLGY CORP 2,490 2,537
SERVICENOW INC 9,162 9,038
SHAKE SHACK INC 6,727 5,114
SHERWIN WILLIAMS 12,276 15,553
SHOALS TECHNOLOGIES GROUP INC REG CL A 3,710 3,434
SHOPIFY INC CL A 17,051 47,647
SITIME CORP REG SHS 3,300 6,357
SNAP ON INC COM 4,674 7,237
SOLSTICE ADVANCED MATERIALS INC REGISTER 5,065 5,052
SONOCO PRODUCTS CO 3,618 2,880
SPX TECHNOLOGIES INC REG SHS 5,999 7,802
STAG INDUSTRIALS, INC. COM 5,897 5,624
STARBUCKS CORP 50,732 47,410
STARWOOD REAL ESTATE INCOME TRUST INC CLASS S BROKERAGE CLASS 93,636 71,423
STATE STREET CORP 28,994 46,186
STEEL DYNAMICS INC COM 12,694 13,387
STEPSTONE GROUP INC REG SHS CL A 5,653 8,021
STIFEL FINANCIAL CORP 5,871 9,892
STRYKER CORP 9,227 14,410
SUNCOR ENERGY INC NEW 19,558 25,773
SYNOPSYS INC 23,269 23,956
SYSCO CORPORATION 28,449 28,518
TAIWAN S MANUFCTRING ADR 14,315 22,792
TE CONNECTIVITY PLC 6,302 11,376
TESLA INC 58,163 152,005
TEXAS INSTRUMENTS 16,186 17,696
TEXTRON INC 21,224 25,715
TG THERAPEUTICS, INC. NEW 1,195 1,431
THE SCOTTS MIRACLE GRO CO 5,597 2,976
THERMO FISHER SCIENTIFIC INC 76,283 90,394
TIMKEN COMPANY 3,716 4,459
TJX COS INC NEW 23,755 57,604
TRANSMEDICS GROUP INC REG SHS 1,328 2,190
TRAVELERS COS INC 6,441 8,992
TRINET GROUP INC CALIF 2,868 1,774
TRUIST FINL CORP 15,436 16,289
TYLER TECHS INC DEL COM 8,106 5,901
UBER TECHNOLOGIES INC 7,621 16,015
UMB FINANCIAL CORP 4,515 5,867
UNION PACIFIC CORP 25,534 24,983
UNITED BKSHRS INC W.V. 5,971 7,104
UNITEDHEALTH GROUP INC 66,675 45,225
VARONIS SYSTEMS INC SHS 3,245 2,362
VAXCYTE INC 2,249 2,215
VENTAS INC REIT 9,155 11,530
VERACYTE INC 4,654 4,378
VERALTO CORP REG SHS 9,408 11,874
VERISIGN INC 25,418 30,369
VERISK ANALYTICS INC CLASS A 45,942 49,883
VERIZON COMMUNICATNS COM 10,301 7,942
VERTEX PHARMCTLS INC 40,000 58,937
VIPER ENERGY INC-CL A 4,353 5,563
VIRIDIAN THERAPEUTICS INC 2,467 2,583
VISA INC CL A SHRS 85,669 167,990
VITAL FARMS INC REG SHS 4,990 4,504
VORNADO REALTY TRUST COM REIT 6,341 8,520
VOYAGER TECHNOLOGIES INC 3,234 2,196
W W GRAINGER INCORP 5,430 20,181
WALMART INC 22,380 43,561
WARBY PARKER INC REG SHS CL A 2,071 1,765
WARNER BROS DISCOVERY INC SERIES SER -A- CL A 13,353 16,053
WEBSTER FINL CP PV $0.01 3,988 4,783
WELLS FARGO & CO 72,770 139,707
WESBANCO INC 5,646 5,883
WEST PHARMACTL SVCS INC 22,399 22,286
WEX INC 5,998 4,767
WHEATON PRECIOUS METALS CORP REG 14,741 34,551
WINGSTOP INC 2,175 2,862
WOODWARD INC 3,204 10,279
WORKDAY INC CL A 6,849 9,021
WYNN RESORTS LTD 15,366 16,967
XCEL ENERGY INC 12,060 13,443
XYLEM INC SHS 17,782 28,053
YUM BRANDS INC 12,675 20,877
YUM CHINA HOLDINGS INC SHS 3,260 3,771
ZOETIS INC 52,310 38,123
ZOOMINFO TECHNOLOGIES INC CL A 2,410 2,288
ZURN ELKAY WATER SOLUTIONS CORP 3,800 7,438
3M COMPANY 37,806 43,707

TY 2025 OtherAssetsSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LIFE INSURANCE 871,929 1,071,929 836,906


TY 2025 OtherExpensesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEPOSITORY FEES 592 592   0
BANK FEES 46 46   0
MISCELLANEOUS ADMINISTRATIVE EXPENSE 384 0   0


TY 2025 OtherIncomeSchedule2
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION PROCEEDS 84 84 84


TY 2025 OtherIncreasesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Amount
COST BASIS ADJUSTMENTS 51,618


TY 2025 OtherProfessionalFeesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 89,393 89,393   0


TY 2025 TaxesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED NET INVESTMENT TAX 20,000 0   0
FOREIGN DIVIDEND TAX 2,373 2,373   0